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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Invoice
After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
Creating a Full or Partial Invoice
You can deliver an invoice for all the lines or you can create an invoice only for some lines.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
  - Creating a Full or Partial Invoice
    You can deliver an invoice for all the lines or you can create an invoice only for some lines.
  - Creating a Shipment Invoice
    Create an invoice based on your shipment created.
  - Modifying the Invoice
    You can change some of your invoice settings if your invoice has the Preliminary status and has not been printed yet.
  - Printing an Invoice
    Once your invoice have been controlled and fit with your expectations, you can print it.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Creating a Full or Partial Invoice

You can deliver an invoice for all the lines or you can create an invoice only for some lines.

If you did a shipment delivery, you need to perform Creating a Shipment Invoice.

Standard Invoice

Perform this process if the customer order must be invoiced without any shipment details and if you need to invoice all the lines of the customer order.

Go to Sales > Invoicing > Create Customer Invoices.
You get the list of customer orders available for invoicing.
On the line you want to have an invoice for, click the three dots and click Create Invoice.

Note:
Make sure to remember the number of your Customer Invoice to make changes in your invoice or print it.

You created your invoice.

If you need to adjust settings in your invoice: perform Modifying the Invoice.

If not, you can now print your invoice: perform Printing an Invoice.

Partial Invoice

Perform this process if you want to exclude lines from the invoice of the customer order.

To exclude lines from the invoice, they must be flagged as Invoice Blocked:

Go to the page Customer Order and find your line.
To edit the line, click Edit : activate the button Invoice Blocked and click Save.
In the example below, the invoice will be created only for the third line, because the first is blocked and the other ones are not Delivered.

You can see your result in Customer Invoice.

Note:

After the creation of a standard invoice, the line invoiced get the status Invoiced/Closed in the page Customer Order.

If you need to adjust settings in your invoice: perform Modifying the Invoice.

If not, you can now print your invoice: perform Printing an Invoice.